Automation & Workflows

Task Automation and Workflow Creation for SMEs – LetsGoIA

Automation & Workflows – Connect Your Tools and Save Time Daily

⭐ Your organization, but 10× more fluid thanks to automation

Automate your repetitive tasks, connect your tools, and streamline your processes with simple, useful, and robust workflows (Make, Zapier, Google Workspace, Notion, Odoo…).

These Automation & Workflows allow you to reduce manual tasks, avoid errors, and efficiently synchronize your tools.

Why Implement Automations & Workflows?

Because a large part of your tasks can be performed automatically, without human intervention, reliably and quickly.

The Automation & Workflows has become essential for SMEs looking to structure their processes and reduce manual tasks.

An automation mission helps you to:

  1. Automate your repetitive tasks (emails → tools, automatic filing, notifications…)
  2. Make your software communicate: CRM, Google Workspace, Odoo, Notion, Drive
  3. Centralize information and prevent oversights
  4. Create automated workflows between your professional tools (Google Workspace, Notion, Odoo, CRM…).
  5. Generate automatically updated dashboards
  6. Improve customer experience (automatic emails, document sending…)

👉 Today, 70% of SMEs still manually perform actions that could be automated.

💡 If your tools work but don’t communicate with each other, Automation & Workflows are the solution. If your organization is still unclear, start with “Systems & Organization“.

⚙️ How does an automation mission unfold?

Our approach to Automation & Workflows is based on a clear four-step method, designed for immediate impact:

Automation & Workflows - Mission Steps – LetsGoIA

1. Analysis of your processes (30–45 min)

We identify your current flows:
client emails, documents, CRM, invoicing, scheduling, incoming requests…
We quickly identify the automations with the highest impact.

2. Live Prototype

We create a first simple workflow live to:

  • validate the need
  • test real utility
  • verify technical feasibility

3. Full Workflow Implementation

We configure automations in your tools:

  • Make or Zapier
  • Google Workspace (Gmail, Drive, Sheets, Calendar)
  • Notion
  • Odoo
  • CRM
  • Forms
  • Internal Systems

Each automation is documented and provided with a clear and short mini-training. Each workflow is designed to be simple to maintain, documented, and easily scalable.

4. Adjustments & Stabilization

One or more sessions to optimize, add other workflows, ensure scenario reliability, and train your team.

💼 Examples of Automations & Workflows We Implement

Each Automation & Workflows mission is designed to sustainably improve your organization.

Here are some concrete cases implemented for SMEs and independent professionals:

📥 Administration & Management

  • Emails → CRM (automatic creation of contact or mission records)
  • Automatic document filing in Drive or Odoo
  • Automatic sending of quotes, confirmations, or PDF documents

📈 Sales & Marketing

  • Leads → CRM → automatic email → Appointment → Google Calendar
  • Automatic follow-up for inactive prospects
  • Real-time updated sales reporting

📄 Internal Organization

  • Tasks automatically created based on incoming requests
  • Smart internal notifications
  • Multi-step workflows (validation → creation → delivery)

📅 Client Management

  • Automatic emails after a form submission or purchase
  • Automated client onboarding
  • Automated sending of summaries, reports, personalized documents

🔗 Multi-tool Connections

Google → Notion → CRM → Odoo → Drive → Email → Webhooks
Your tools become a fluid and connected ecosystem. This is the key to professional automation and a more efficient internal organization.

Each mission is fully adapted to your structure and your real needs.

🧩 Real Mission Examples

Accounting Firm

✔️ Emails → Automated Odoo
✔️ Automatic client file creation
✔️ Full onboarding in 1 click

Coach & Consultant

✔️ Automated client follow-up
✔️ Automatic emails before/after session
✔️ Automatically updated Notion CRM

Service SMEs

✔️ Complete workflow: request → quote → mission → reporting
✔️ Automated dashboards
✔️ Internal notifications

Independent Professionals

✔️ Automatic document management
✔️ Smart follow-ups
✔️ Total centralization in Google Workspace

🛠️ Intervention Formats

Examples of automations for SMEs with Make, Zapier, and Google Workspace

💶 Pricing & Budget

Each AI implementation mission is fully customized according to your activity, tools, and priorities.
Our formats start from €249 (Flash Session).

After a quick analysis of your needs, you will receive a tailored plan with:

  • a customized automation plan
  • a clear quote
  • a timeline
  • and an estimate of time saved

Businesses generally see immediate gains through the automation of their workflows.

🎯 Goal: for automation to be profitable from the first month.

👥 Why work with LetsGoIA?

With LetsGoIA, you benefit from:

  • a clear and structured method
  • reliable and easy-to-maintain workflows
  • implementation in your actual tools
  • support adapted to SMEs & independent professionals
  • clear and reusable documentation
  • Our Automation & Workflows services adapt to the size and real needs of your structure.

Our goal: to enable you to be 100% autonomous, without depending on us in the long term.

🚀 Ready to automate your business?

Let’s talk about your processes, your tools, and your pain points.

LetsGoIA supports you from A → Z, from understanding your flows to the concrete implementation of automations. Our automations are aimed at SMEs, independent professionals, and organizations looking to optimize their internal processes.

📅 Slots available this week

⭐ Participant Reviews on Automation & Workflows

  • Very useful automations for daily tasks.

    LetsGoIA helped me automate my emails, CRM, and follow-ups. I save a lot of time every week.
    Professional and super clear work.
    Nicolas R.
  • Simple and effective workflows.

    The implemented automations have streamlined my entire organization: automatic filing, smart notifications, tool synchronization…
    I highly recommend it.
    Amandine V.

AI implementations are carried out by a certified LetsGoIA consultant.

LetsGoIA supports you at every step – from diagnosis to concrete automation.

FAQ

The most common workflows include: sending emails to the CRM, client onboarding, automatic document filing, follow-ups, reporting, sales tracking, and synchronizing your tools.

We configure automations with Make, Zapier, Google Workspace, Notion, Odoo, CRMs, online forms, and webhooks.

Our missions start at €249 with the Flash Session. After a quick analysis, you receive a customized automation plan and a clear quote.

No. We create workflows directly within your existing tools (Google Workspace, Notion, Odoo, CRM, forms…), which limits changes and facilitates adoption.

Yes. All our workflows are documented, tested, and designed to be scalable. You receive mini-training so your team can use and evolve them confidently.